Nvwm, LLC Top Holdings and 13F Report (2025) About Nvwm, LLCInvestment ActivityNvwm, LLC has $414.22 million in total holdings as of June 30, 2025.Nvwm, LLC owns shares of 687 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Approximately 12.95% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Nvwm, LLC has purchased 664 new stocks and bought additional shares in 206 stocks.Nvwm, LLC sold shares of 205 stocks and completely divested from 67 stocks this quarter.Largest Holdings Microsoft $19,678,043Amazon.com $14,570,568Apple $12,841,926NVIDIA $12,690,675Vanguard Short-Term Inflation-Protected Securities ETF $11,075,436 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $1,242,978 Holding422806109 - Heico $1,189,328 HoldingG68707101 - PagSeguro Digital $952,875 Holding45104G104 - ICICI Bank $908,852 Holding74967X103 - RH $706,330 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 189,073 shares (about $9.50M)GE VERNOVA INC COM 4,938 shares (about $2.61M)WisdomTree Floating Rate Treasury Fund 49,420 shares (about $2.49M)iShares MSCI EAFE ETF 18,013 shares (about $1.61M)JPMorgan Ultra-Short Income ETF 28,310 shares (about $1.43M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 74,166 shares (about $7.10M)Alphabet 32,080 shares (about $5.65M)iShares 20+ Year Treasury Bond ETF 60,217 shares (about $5.31M)iShares J.P. Morgan USD Emerging Markets Bond ETF 41,687 shares (about $3.86M)iShares Russell 2000 ETF 10,589 shares (about $2.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNvwm, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,678,043$392,457 ▲2.0%39,5614.8%Computer and TechnologyAMZNAmazon.com$14,570,568$336,764 ▲2.4%66,4143.5%Retail/WholesaleAAPLApple$12,841,926$1,196,153 ▼-8.5%62,5913.1%Computer and TechnologyNVDANVIDIA$12,690,675$811,277 ▼-6.0%80,3263.1%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,075,436$9,504,700 ▲605.1%220,3192.7%ManufacturingMETAMeta Platforms$8,942,794$212,572 ▲2.4%12,1162.2%Computer and TechnologyGLDSPDR Gold Shares$8,818,732$997,099 ▲12.7%28,9302.1%FinanceVUSBVanguard Ultra-Short Bond ETF$7,825,144$749,818 ▲10.6%156,9271.9%ETFUSFRWisdomTree Floating Rate Treasury Fund$7,769,323$2,486,320 ▲47.1%154,4291.9%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,643,644$976,405 ▲14.6%69,7351.8%FinanceNFLXNetflix$6,929,998$393,704 ▼-5.4%5,1751.7%Consumer DiscretionaryAVGOBroadcom$6,673,936$13,231 ▲0.2%24,2121.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,317,460$351,573 ▲7.1%8,6061.3%FinanceGOOGLAlphabet$5,170,475$5,653,527 ▼-52.2%29,3391.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,013,633$285,633 ▲6.0%10,3211.2%FinanceVVisa$4,834,345$45,446 ▲0.9%13,6161.2%Business ServicesJPMJPMorgan Chase & Co.$4,482,667$71,319 ▲1.6%15,4621.1%FinanceXLVHealth Care Select Sector SPDR Fund$4,318,428$332,125 ▲8.3%32,0381.0%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,092,722$7,102,862 ▼-63.4%42,7351.0%ETFPANWPalo Alto Networks$4,081,750$508,530 ▲14.2%19,9461.0%Computer and TechnologyWFCWells Fargo & Company$3,885,402$694,076 ▲21.7%48,4950.9%FinanceLLYEli Lilly and Company$3,837,996$106,026 ▲2.8%4,9230.9%MedicalETNEaton$3,796,589$97,101 ▲2.6%10,6350.9%IndustrialsMAMastercard$3,752,858$26,975 ▲0.7%6,6780.9%Business ServicesEFAiShares MSCI EAFE ETF$3,571,073$1,610,196 ▲82.1%39,9490.9%FinanceAMDAdvanced Micro Devices$3,532,600$215,546 ▲6.5%24,8950.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$3,524,162$426,001 ▼-10.8%38,3190.9%ETFJPSTJPMorgan Ultra-Short Income ETF$3,469,147$1,434,751 ▲70.5%68,4520.8%ETFCOSTCostco Wholesale$3,216,778$44,554 ▲1.4%3,2490.8%Retail/WholesaleAMATApplied Materials$3,155,285$118,083 ▲3.9%17,2350.8%Computer and TechnologyAXPAmerican Express$3,129,342$1,739,799 ▼-35.7%9,8100.8%FinanceVTIVanguard Total Stock Market ETF$3,122,186$1,238,176 ▼-28.4%10,2730.8%ETFWMTWalmart$3,094,613$12,027 ▼-0.4%31,6490.7%Retail/WholesaleARISTA NETWORKS INC COM SHS$3,052,112$1,244,499 ▼-29.0%29,8320.7%COMHDHome Depot$2,921,574$149,947 ▲5.4%7,9690.7%Retail/WholesaleDISWalt Disney$2,807,166$529,041 ▼-15.9%22,6360.7%Consumer DiscretionaryDELLDell Technologies$2,786,207$204,865 ▲7.9%22,7260.7%Computer and TechnologyGDXVanEck Gold Miners ETF$2,723,883$1,302,125 ▲91.6%52,3220.7%ETFUBERUber Technologies$2,701,222$334,574 ▼-11.0%28,9520.7%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,681,089$14,211 ▲0.5%36,4130.6%ETFIAUiShares Gold Trust$2,655,663$1,383,145 ▼-34.2%42,5860.6%FinanceGE VERNOVA INC COM$2,615,588$2,612,942 ▲98,760.0%4,9430.6%COMIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,517,390$602,150 ▲31.4%47,7140.6%ManufacturingSPOTSpotify Technology$2,386,427$36,065 ▼-1.5%3,1100.6%Computer and TechnologyBACBank of America$2,367,489$68,189 ▲3.0%50,0310.6%FinanceABBVAbbVie$2,313,443$113,602 ▲5.2%12,4630.6%MedicalHARBOR COMMODITY ALL-WEATHER STRATEGY ETF$2,227,758$597,218 ▲36.6%91,7150.5%ETFSBUXStarbucks$2,218,983$265,094 ▼-10.7%24,2160.5%Retail/WholesaleAWKAmerican Water Works$2,216,718$58,844 ▲2.7%15,9350.5%UtilitiesMSMorgan Stanley$2,198,338$107,896 ▲5.2%15,6070.5%FinanceTMOThermo Fisher Scientific$2,183,405$214,489 ▲10.9%5,3850.5%MedicalTJXTJX Companies$2,144,130$88,541 ▼-4.0%17,3630.5%Retail/WholesaleCRWDCrowdStrike$2,112,108$508,291 ▲31.7%4,1470.5%Computer and TechnologyZTSZoetis$2,100,657$349,954 ▼-14.3%13,4700.5%MedicalVXUSVanguard Total International Stock ETF$2,100,243$7,669 ▼-0.4%30,3990.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,099,318$15,166 ▲0.7%48,1710.5%ETFMELIMercadoLibre$2,085,677$295,340 ▼-12.4%7980.5%Retail/WholesaleTTTrane Technologies$1,967,033$5,686 ▼-0.3%4,4970.5%ConstructionWMWaste Management$1,966,973$58,808 ▲3.1%8,5960.5%Business ServicesABTAbbott Laboratories$1,953,274$34,547 ▲1.8%14,3610.5%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,950,081$236,727 ▲13.8%23,5350.5%ManufacturingHOODRobinhood Markets$1,896,663$257,202 ▼-11.9%20,2570.5%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$1,858,303$36,515 ▲2.0%52,6730.4%ETFASMLASML$1,851,310$8,014 ▼-0.4%2,3100.4%Computer and TechnologyQEFASPDR MSCI EAFE StrategicFactors ETF$1,848,588$477,402 ▲34.8%21,6610.4%ETFVRSKVerisk Analytics$1,829,454$12,149 ▼-0.7%5,8730.4%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,799,353$241,646 ▲15.5%18,1390.4%FinanceMCDMcDonald's$1,785,479$43,826 ▲2.5%6,1110.4%Retail/WholesaleUNPUnion Pacific$1,697,797$119,644 ▲7.6%7,3790.4%TransportationSHOPShopify$1,694,377$373,850 ▲28.3%14,6890.4%Computer and TechnologyPGProcter & Gamble$1,666,363$170,317 ▲11.4%10,4590.4%Consumer StaplesCRMSalesforce$1,630,151$28,037 ▲1.8%6,1050.4%Computer and TechnologyDDOGDatadog$1,586,706$2,821 ▲0.2%11,8120.4%Computer and TechnologyNEENextEra Energy$1,540,471$135,164 ▲9.6%22,1900.4%UtilitiesSONSonoco Products$1,531,395$5,140 ▼-0.3%35,1560.4%IndustrialsCDNSCadence Design Systems$1,529,657$33,897 ▼-2.2%4,9640.4%Computer and TechnologySNPSSynopsys$1,529,324$79,978 ▼-5.0%2,9830.4%Computer and TechnologyPEPPepsiCo$1,494,987$280,723 ▲23.1%11,3220.4%Consumer StaplesKLACKLA$1,478,975$9,854 ▼-0.7%1,6510.4%Computer and TechnologyDUKDuke Energy$1,470,218$15,695 ▼-1.1%12,4590.4%UtilitiesACNAccenture$1,430,193$356,577 ▼-20.0%4,7850.3%Computer and TechnologyATIATI$1,411,659$9,929 ▼-0.7%16,3500.3%Basic MaterialsCPRTCopart$1,407,083$39,501 ▲2.9%28,6750.3%Business ServicesDHRDanaher$1,401,158$237,839 ▲20.4%7,0930.3%MedicalSNOWSnowflake$1,394,087$8,056 ▼-0.6%6,2300.3%Computer and TechnologyMSCIMSCI$1,389,367$367,383 ▲35.9%2,4090.3%FinancePWRQuanta Services$1,379,627$9,074 ▼-0.7%3,6490.3%ConstructionLAM RESEARCH CORP COM NEW$1,371,547$11,194 ▼-0.8%14,0900.3%COMOKEONEOK$1,333,181$137,465 ▲11.5%16,3320.3%EnergyTLTiShares 20+ Year Treasury Bond ETF$1,314,131$5,314,151 ▼-80.2%14,8910.3%ETFNKENIKE$1,305,033$320,895 ▲32.6%18,3700.3%Consumer DiscretionaryCLHClean Harbors$1,291,834$8,322 ▼-0.6%5,5880.3%Business ServicesTDGTransdigm Group$1,281,899$6,083 ▼-0.5%8430.3%AerospaceIGViShares Expanded Tech-Software Sector ETF$1,270,857$6,789 ▼-0.5%11,6060.3%ETFAJGArthur J. Gallagher & Co.$1,266,124$7,043 ▼-0.6%3,9550.3%FinanceISHARES BITCOIN TRUST ETF$1,250,765$1,239,441 ▲10,945.4%20,4340.3%ETFEWWiShares MSCI Mexico ETF$1,245,789$710,435 ▲132.7%20,5710.3%ETFTSMTaiwan Semiconductor Manufacturing$1,242,978$1,242,978 ▲New Holding5,4880.3%Computer and TechnologyCCitigroup$1,240,283$3,490 ▼-0.3%14,5710.3%Financial ServicesFDLOFidelity Low Volatility Factor ETF$1,236,407$69,331 ▲5.9%19,6880.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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